CPOA study set Exam 2025
Questions and Answers
When a patient first walks into the office for an appointment, the tech should -
ANSWER✔✔-acknowledge the patient with a courteous greeting
what would be considered appropriate behavior in front of a patient - ANSWER✔✔-
using soft tones while speaking to other staff members
what would not be considered an appropriate telephone technique - ANSWER✔✔-
letting the phone ring several times before answering to give an impression that your
office is busy
if a phone call is for a staff member who is busy with a patient, the tech should -
ANSWER✔✔-ask to take a message
if a patient calls requesting information that will take a few minutes to locate, the tech
should - ANSWER✔✔-ask the patient if they would like to hold or ask to be called back
a phone message should not include - ANSWER✔✔-length of the call
,a caller who insist on a price estimate over the phone should be - ANSWER✔✔-told that
the prices are estimated
The AOA set of principles that include that statement "to keep their patients' eye, vision,
and general health paramount at all times" is part of the - ANSWER✔✔-code of ethics
the practice of keeping medical records out of view of patients is compliant with -
ANSWER✔✔-HIPAA
when a patient presents with a complaint, the tech should - ANSWER✔✔-express
concern and understanding
when making appointments, the tech should not - ANSWER✔✔-rely on memory
if in doubt as to whether a patient requires an emergency appointment, the tech should
- ANSWER✔✔-consult with the doctor
what would not be considered an emergency situation requiring immediate attention -
ANSWER✔✔-loss of a contact lens
if the office is extremely behind schedule, the tech should - ANSWER✔✔-indicate your
best estimate of how long it will be before the patient will be seen
when discussing medical record documentation, EHR stands for - ANSWER✔✔-
electronic health record
how often should the tech check business supplies - ANSWER✔✔-once a month
,the tech should maintain how much of a reserve of examination room supplies -
ANSWER✔✔-1 months worth
extra care must be exercised when ordering drugs and solutions because most of them
will - ANSWER✔✔-have an expiration date
a purchasing notebook for frames should include - ANSWER✔✔-name of the frame,
dispensing price, and manufacturer's price
cash paid out can be recorded in - ANSWER✔✔-a cash disbursement book
when an employee is added to the staff, what form must be filled out - ANSWER✔✔-w-
4
what information does not need to be included on a payroll check stub - ANSWER✔✔-
number of dependents
when reconciling bank statements, the canceled checks should be arranged by -
ANSWER✔✔-numerical order
what is the name of the government act created to insure patient privacy -
ANSWER✔✔-health insurance portability and accountability act
the total amount of the checks and cash in the money drawer should equal the total
payments received as shown on the - ANSWER✔✔-daily control sheet
, the best time to discuss payment policies with a patient is - ANSWER✔✔-before the
patient leaves the office on their first visit
a patient should be considered a questionable credit risk when - ANSWER✔✔-they
refuse to give employment information
money owed to the practice is called - ANSWER✔✔-accounts receivable
when using the telephone collection procedure, the tech should - ANSWER✔✔-be
friendly, but firm
according to HIPAA, how must a patient request their medical records - ANSWER✔✔-
signing a written consent for their records release
what should be used when a patient requests that their vision records be forwarded to
another optometrist - ANSWER✔✔-patient referral form
what is the collection of instructions that run a computer called - ANSWER✔✔-software
what task does a tech might perform - ANSWER✔✔-assist the optometrist, supervise
the office staff, test the visual acuity of a patient, order office supplies, and collect and
record patient data
what are the four elements of telephone courtesy described in this chapter -
ANSWER✔✔-polite, kind, respect, and consideration
Questions and Answers
When a patient first walks into the office for an appointment, the tech should -
ANSWER✔✔-acknowledge the patient with a courteous greeting
what would be considered appropriate behavior in front of a patient - ANSWER✔✔-
using soft tones while speaking to other staff members
what would not be considered an appropriate telephone technique - ANSWER✔✔-
letting the phone ring several times before answering to give an impression that your
office is busy
if a phone call is for a staff member who is busy with a patient, the tech should -
ANSWER✔✔-ask to take a message
if a patient calls requesting information that will take a few minutes to locate, the tech
should - ANSWER✔✔-ask the patient if they would like to hold or ask to be called back
a phone message should not include - ANSWER✔✔-length of the call
,a caller who insist on a price estimate over the phone should be - ANSWER✔✔-told that
the prices are estimated
The AOA set of principles that include that statement "to keep their patients' eye, vision,
and general health paramount at all times" is part of the - ANSWER✔✔-code of ethics
the practice of keeping medical records out of view of patients is compliant with -
ANSWER✔✔-HIPAA
when a patient presents with a complaint, the tech should - ANSWER✔✔-express
concern and understanding
when making appointments, the tech should not - ANSWER✔✔-rely on memory
if in doubt as to whether a patient requires an emergency appointment, the tech should
- ANSWER✔✔-consult with the doctor
what would not be considered an emergency situation requiring immediate attention -
ANSWER✔✔-loss of a contact lens
if the office is extremely behind schedule, the tech should - ANSWER✔✔-indicate your
best estimate of how long it will be before the patient will be seen
when discussing medical record documentation, EHR stands for - ANSWER✔✔-
electronic health record
how often should the tech check business supplies - ANSWER✔✔-once a month
,the tech should maintain how much of a reserve of examination room supplies -
ANSWER✔✔-1 months worth
extra care must be exercised when ordering drugs and solutions because most of them
will - ANSWER✔✔-have an expiration date
a purchasing notebook for frames should include - ANSWER✔✔-name of the frame,
dispensing price, and manufacturer's price
cash paid out can be recorded in - ANSWER✔✔-a cash disbursement book
when an employee is added to the staff, what form must be filled out - ANSWER✔✔-w-
4
what information does not need to be included on a payroll check stub - ANSWER✔✔-
number of dependents
when reconciling bank statements, the canceled checks should be arranged by -
ANSWER✔✔-numerical order
what is the name of the government act created to insure patient privacy -
ANSWER✔✔-health insurance portability and accountability act
the total amount of the checks and cash in the money drawer should equal the total
payments received as shown on the - ANSWER✔✔-daily control sheet
, the best time to discuss payment policies with a patient is - ANSWER✔✔-before the
patient leaves the office on their first visit
a patient should be considered a questionable credit risk when - ANSWER✔✔-they
refuse to give employment information
money owed to the practice is called - ANSWER✔✔-accounts receivable
when using the telephone collection procedure, the tech should - ANSWER✔✔-be
friendly, but firm
according to HIPAA, how must a patient request their medical records - ANSWER✔✔-
signing a written consent for their records release
what should be used when a patient requests that their vision records be forwarded to
another optometrist - ANSWER✔✔-patient referral form
what is the collection of instructions that run a computer called - ANSWER✔✔-software
what task does a tech might perform - ANSWER✔✔-assist the optometrist, supervise
the office staff, test the visual acuity of a patient, order office supplies, and collect and
record patient data
what are the four elements of telephone courtesy described in this chapter -
ANSWER✔✔-polite, kind, respect, and consideration